"Helping People Make Smart Choices about Life and Money Since 1986"

Our Law Practice

Wills, testamentary trusts, probate, living wills, executor, executrix, guardians, conservators, inter vivos trusts, trustor, trustee, per stirpes, powers of attorney, irrevocable life insurance trusts, etc.

There are lots of terms plus federal estate tax laws and Texas laws, and there are different planning techniques to achieve the results you may want to achieve. While the term "Estate Planning" seems to imply dealing with estates with millions of dollars, it encompasses planning for the simplest of situations for a single person or a young couple starting out as well as for the wealthy.

We may be able to help. We have a paper called "A Short Course in Estate Planning." If you want it, please click on the "Contact Us" tab in the upper right corner of this page.

Our law practice is limited to residents of the State of Texas in the areas of Estate Planning and End of Life Planning. It is completely separate from our financial advisory practice through Lincoln Investment Planning, Inc. and Lincoln does not supervise our law practice.

The Legacy Planning Group, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

 

Branch Office:
4722 Star Ridge Lane
Frisco, TX 75034

IMPORTANT: Electronic mail sent through the Internet is not secure. We, therefore, recommend that you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery and timely delivery of electronic mail is not assured. We, therefore, do not accept time-sensitive or action-oriented messages to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.

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